Advise customers on products and services

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver MSFGN3003, 'Advise customers on products and services'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Advise customers on products and services' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

Elements

Elements describe the essential outcomes.

Performance Criteria

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop knowledge of products and services relevant to own workplace

1.1

Research and analyse information on characteristics of products and services relevant to own workplace

1.2

Record and store research findings according to workplace procedures

1.3

Collect and organise information, materials, product samples and visual aids relating to products and services for future retrieval and use

2. Prepare to provide advice to customer

2.1

Review work instructions to establish customer product and service requirements

2.2

Select fit-for-purpose information, materials, product samples and visual aids that match customer requirement

2.3

Schedule appointment with customer

3. Provide advice to customer

3.1

Attend scheduled appointment with customer equipped with suitable support information, products, materials and visual aids

3.2

Consult with client to confirm client requirements and expectations

3.3

Present viable options relating to product and service requirements in a format and style suited to customer needs

3.4

Explain and discuss features, benefits, limitations, availability and approximate costs, terms and product and service options with customer within context of customer’s specific requirements

4. Finalise advisory service to customer

4.1

Assist customer to decide on preferred product and service options

4.2

Document customer preferences and selections according to workplace procedures

4.3

Establish availability of customer preferences and selections with suppliers

4.4

Store support information, products, materials and visual aids according to workplace procedures

4.5

Complete workplace documentation and submit to required personnel according to workplace procedures

4.6

Complete required customer follow-up according to workplace customer service procedures